How To Create a Return Fulfillment Order (RFO)

Steps

Step 1: Configure “Default For Return Check” and RFO Settings

1. Log in to Sterling Business Center (SBC).

2. Navigate to:
   System Setup → Payment Types → Refunds

3. Select the required payment type (e.g., Givex).

4. Enable the following options:

   • Default For Return Check

   • Create Refund Fulfillment Order

5. Save and deploy the changes.

Step 2: Create the Sales Order

Use the createOrder API to place the original sales order.

Sample API Request:

<Order DocumentType="0001" EnterpriseCode="payment_org" OrderNo="60099282CUS3"
      CustomerEMailID="Jack@sample.com" CustomerFirstName="Jack"
      CustomerLastName="Doe" CustomerPhoneNo="(333)333-3333"
      EntryType="WEB" PaymentStatus="AUTHORIZED">

    <PersonInfoShipTo LastName="Doe" FirstName="Jack"
        AddressLine1="123 S COLLINGWOOD ST" City="PRETTY PRAIRIE"
        State="KS" Country="US" ZipCode="67570-8923"
        DayPhone="(333) 333-3333" EMailID="Jack@sample.com"/>

    <PersonInfoBillTo LastName="Doe" FirstName="Jack"
        AddressLine1="123 S COLLINGWOOD ST" City="PRETTY PRAIRIE"
        State="KS" Country="US" ZipCode="67570-8923"
        DayPhone="(333) 333-3333" EMailID="Jack@sample.com"/>

    <OrderLines>
        <OrderLine DeliveryMethod="SHP" PrimeLineNo="1" SubLineNo="1"
            OrderedQty="1.0" CarrierServiceCode="dayton-economy2">
            <Item ItemID="payment_item1" UnitOfMeasure="EACH"
                TaxProductCode="6402993165" CostCurrency="USD"/>
            <LinePriceInfo IsPriceLocked="Y" UnitPrice="50.00"
                ListPrice="50.00" RetailPrice="50.00"/>
        </OrderLine>
    </OrderLines>

    <PriceInfo Currency="USD"/>
    <PaymentMethods>
        <PaymentMethod PaymentType="Givex"
            SvcNo="xzj064/leaYdQjr/rEymABTlVXJ814N2ThaaP9o88Zk="
            UnlimitedCharges="N" MaxChargeLimit="50.00">
            <PersonInfoBillTo AddressLine1="431 Dusk Place" City="Erie"
                Country="US" DayPhone="(403)718-5340"
                EMailID="Jack@sample.com" FirstName="AHMED"
                LastName="ANSARI" State="CO" ZipCode="80516"/>
            <PaymentDetails RequestAmount="50.00" ChargeType="AUTHORIZATION"
                ProcessedAmount="50.00" AuthorizationID="P49DBKL7RGKV9ST5"
                AuthorizationExpirationDate="2025-05-30T12:46:12+00:00"
                HoldAgainstBook="Y" TranType="ONLINE-ECOMM'"
                TranRequestTime="2025-05-28T12:46:12+00:00"/>
        </PaymentMethod>
    </PaymentMethods>
</Order>

Step 3: Schedule → Release → Ship

• Schedule Order → Reserve inventory.

• Release Order → Allocate items.

• Ship Order → Complete fulfillment.

Step 4: Create the Shipment Invoice

API Request:

<Shipment SellerOrganizationCode="payment_org" ShipNode="payment_node1"
          ShipmentNo="100000127" TransactionId="CREATE_SHMNT_INVOICE.0001"/>

Step 5: Create a Return Order

Create the Return Order using the createOrder API with DocumentType="0003" and ProcessPaymentOnReturnOrder="Y".

Sample API Request:

<Order DocumentType="0003" EnterpriseCode="payment_org"
       ProcessPaymentOnReturnOrder="Y"
       SellerOrganizationCode="" ShipNode="payment_node1">

    <PriceInfo Currency="USD"/>
    <OrderLines>
        <OrderLine DeliveryMethod="SHP" OrderedQty="1.00" PrimeLineNo="1"
            ReceivingNode="payment_node1" ReturnReason="Retail Return"
            SubLineNo="1">
            <Item CostCurrency="USD" ItemID="payment_item1"
                  UnitOfMeasure="EACH"/>
            <LinePriceInfo IsPriceLocked="Y" UnitPrice="40.00"/>
            <DerivedFrom DocumentType="0001" EnterpriseCode="payment_org"
                OrderNo="60099282CUS388" PrimeLineNo="1" SubLineNo="1"/>
        </OrderLine>
    </OrderLines>

    <PersonInfoShipTo LastName="Doe" FirstName="Jack"
        AddressLine1="123 S COLLINGWOOD ST" City="PRETTY PRAIRIE"
        State="KS" Country="US" ZipCode="67570-8923"
        DayPhone="(333) 333-3333" EMailID="Jack@sample.com"/>

    <PersonInfoBillTo LastName="Doe" FirstName="Jack"
        AddressLine1="123 S COLLINGWOOD ST" City="PRETTY PRAIRIE"
        State="KS" Country="US" ZipCode="67570-8923"
        DayPhone="(333) 333-3333" EMailID="Jack@sample.com"/>
</Order>

<Order DocumentType="0003" EnterpriseCode="payment_org"
       IgnoreStatusCheck="Y" IgnoreTransactionDependencies="Y"
       OrderHeaderKey="20250529094646366624" OrderNo="Y100000933"
       TransactionId="CREATE_ORDER_INVOICE.0003.ex">
    <OrderLines>
        <OrderLine OrderLineKey="20250529094646366623"
                   PrimeLineNo="1" Quantity="1"/>
    </OrderLines>
</Order>

Step 9: Complete POP on Return Order

Execute Process Order Payments (POP) to finalize refunds and complete RFO creation.

Step 10: Verify RFO Creation

1. Open the Return Order in OMS.

2. Go to Transfer_OUT → View RFO details.

3. Confirm:

   • The RFO is created automatically.

   • Refund amount matches.